Geneos Wealth Management Inc. American Centy ETF Tr Avantis Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 400 shares of AVLV stock, worth $27,748. This represents 0.0% of its overall portfolio holdings.
Number of Shares
400
Previous 244
63.93%
Holding current value
$27,748
Previous $15,000
73.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
292Shares Held
57.7MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$535 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$140 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$112 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$112 Million0.09% of portfolio